Skills matrix - Creating a new skills matrix

The new skills matrix page is accessed via the left sided navigation by clicking Workforce --> Skills matrix --> New skills matrix button located on the top right of the skills matrix page.

This section allows users to add new skills matrix by following the three step process. All newly created skills matrix can be accessed via the saved matrixes tab located on the skills matrix page.

1. Matrix data
2. Matrix display
3. View matrix

1. Matrix data

The section allows users to add/exclude employees, skills, skill group or apply filters to show specific data on the report. 

1. Employees

The employees section allows users to choose employees or crews for the selected worksite(s).

The following additional settings can be applied by clicking on the checkbox:

• Don't show an employee in the matrix if they have none of the skills selected from the skills section.

2. Skills

The skills section allows users to include/exclude specific skills from the skills matrix report. 

• Use a saved skills list
  • This drop down menu allows users to select skills from a saved skills list template.
• Manage your list:
  • This hyperlink allows users to view change history or delete saved skills from the skill list.
• User can search for a specific skill from the skill group drop down menu.
• User can search for specific skill by manually typing in the skill name.. 
• User can choose additional preferences .e.g  show skills with skill codes by clicking on the checkbox.
• Saved skills lists
  • User can save a new custom skills list by clicking on create a new skills list using the currently selected skills checkbox. The saved theme can be accessed via the manage your lists hyperlink. 
• Skills level to excluded (optional)
  • User can exclude specific skills from this drop down menu.  
  • Note: This step is optional.
• Include skills for specific job titles (optional)
  • User can include skills for specific job titles from this drop down menu.
  • Note: This step is optional.
• User can choose additional settings based on their worksite(s) preferences:
  • Hide skill columns if none of the selected employees have that skill.

3 Next button

• Click the next button located on the bottom right to proceed with the next step to configure the display options on the skills matrix report page.

2. Matrix display

This section allows users to include/exclude employee and skill columns from the skills matrix report. User can re-order the columns, highlight and display skills in specific colours, manage themes and configure other display options.

1. Order skills

This section allows users to arrange or order skills on the report. To re-order columns, click on the skill column name and drag it by using the mouse cursor and move it to a desired order number as per the user preference. 

2. Columns & skill information

This section allows users to include/exclude skill columns and configure the display options. 

• Columns to include:
  • This section allows users to include/exclude columns to display employee information based on the worksite(s) preference. The following columns can be included or excluded in the skills matrix report page:
    
    • Crew name
    • Department name
    • Latest medical expiry date
    • Date of birth
    • Date when the employee was last on site
    • Company name
    • Company start date
    • Job titles
    • Last negative drug test
    • Last negative alcohol test
    • Induction expiry date
• Skill display
  • This section allows users to display skills on the skills matrix report page by
    • Icon, expiry date and skill level OR
    • Icon only.
• Additional settings:
  • This section allows users to choose additional settings to display information based on the worksite(s) preferences as shown below:
    • Include as of date for all skills
    • Only show expired skills & skills to be review in the next 90 days
    • Abbreviate skill level
    • Show weeks till expired for skills to review in the next 90 days

3. Skills colours & preview

• This section allows users to
  • Choose a default colour theme by clicking on the theme drop down menu.
  • Manage existing colour themes in manage your themes section. The following information is displayed in manage your theme section:
    
    • View list of all saved themes.
    • View default theme
    • No of saved matrixes using the selected theme
    • View change history of the selected theme
    • Click delete button to delete an existing theme.
  • Create a new customised colour theme and save it
  • Colour code each skill based on the user preferences. 

4. Next button

• Click the next button located on the bottom right to proceed with the next step to review and finalise the skills matrix. 

3. View Matrix

The section allows users to review the skills matrix report page before saving it. All newly created skills matrix can be accessed via the saved matrixes tab located on the skills matrix page.

• Click save matrix button to save the changes.